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Charles Philip Hoffmann

MARCUM WEALTH, LLC·CLEVELAND, Ohio
Unclaimed Profile
6685 BETA DRIVE, CLEVELAND, OH 44143CRD# 2481144Firm CRD# 134628
01

About

Charles Philip Hoffmann is a registered financial advisor based in CLEVELAND, Ohio, affiliated with MARCUM WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MARCUM WEALTH, LLC
MARCUM WEALTH, LLC
AUM
$2.6B
Regulatory assets under management
Employees
40
Total firm employees
View all advisors at MARCUM WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2481144
Firm CRD# 134628
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Philip Hoffmann offer?
Charles Philip Hoffmann specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Charles Philip Hoffmann's credentials?
Charles Philip Hoffmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Philip Hoffmann located?
Charles Philip Hoffmann is based in CLEVELAND, Ohio, working with MARCUM WEALTH, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Charles Philip Hoffmann charge for services?
Charles Philip Hoffmann's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARCUM WEALTH, LLC?
MARCUM WEALTH, LLC has approximately 40 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CINCINNATI GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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